IA
FWRD icon

Icon Advisers’s Forward Air FWRD Stock Holding History

Icon Advisers’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-93,000
Closed -$1.87M – 198
2025
Q1 		$1.87M Sell
93,000
-35,000
-27% -$965K 0.44% 94
2024
Q4 		$4.13M Buy
+128,000
New +$4.47M 0.93% 34
2020
Q2 		– Sell
-9,200
Closed -$466K – 254
2020
Q1 		$466K Sell
9,200
-4,100
-31% -$249K 0.1% 196
2019
Q4 		$930K Sell
13,300
-500
-4% -$33.9K 0.13% 196
2019
Q3 		$879K Sell
13,800
-1,500
-10% -$91.9K 0.13% 206
2019
Q2 		$905K Sell
15,300
-900
-6% -$55.4K 0.09% 209
2019
Q1 		$1.05M Hold
16,200
– – 0.11% 190
2018
Q4 		$889K Buy
16,200
+9,100
+128% +$559K 0.09% 196
2018
Q3 		$509K Buy
+7,100
New +$451K 0.04% 259

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Advisers's FWRD Position: Q2 2025 in Review

Icon Advisers sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 93,000 shares — an estimated $1.87M sold.

Icon Advisers first reported a position in FWRD in Q3 2018 and held it in 9 quarters. The position peaked at $4.13M in Q4 2024. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Icon Advisers reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Icon Advisers sold 93,000 Forward Air shares in Q2 2025, an estimated $1.87M.
  • Icon Advisers first reported a position in Forward Air in Q3 2018 and held it in 9 quarters.
  • Icon Advisers's Forward Air position peaked at $4.13M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Icon Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.